Comfort Systems USA Inc
FIX- Exchange
- NYSE
- Industry
- Electrical Work
- SEC CIK
- 0001035983
In the last 90 days, Comfort Systems USA Inc insiders filed 0 open-market purchases and 3 sales; 1,357 institutions reported holding it in 13F filings for Q2 2026, worth $64.6B in total; superinvestors Coatue Management and Markel Group hold it.
13F holders, Q4 2022
Institutional positions in Comfort Systems USA Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 337
- +44 vs. Q3 2022
- Shares held
- 34.1M
- −191.7K (−0.6%) vs. Q3 2022
- Total value
- $3.92B
- +$586.4M (+17.6%) vs. Q3 2022
- New holders
- 66
- 110 more added
- Sold out
- 22
- 129 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FIX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,357 | $64.6B |
| Q1 2026 | 1,206 | $44.6B |
| Q4 2025 | 1,043 | $31.1B |
| Q3 2025 | 888 | $27.5B |
| Q2 2025 | 755 | $18.1B |
| Q1 2025 | 632 | $10.9B |
| Q4 2024 | 665 | $14.4B |
| Q3 2024 | 591 | $13.1B |
| Q2 2024 | 555 | $10.5B |
| Q1 2024 | 505 | $11.0B |
| Q4 2023 | 447 | $7.16B |
| Q3 2023 | 400 | $5.97B |
| Q2 2023 | 378 | $5.62B |
| Q1 2023 | 348 | $5.03B |
| Q4 2022 | 337 | $3.92B |
| Q3 2022 | 299 | $3.35B |
| Q2 2022 | 277 | $2.88B |
| Q1 2022 | 280 | $3.11B |
| Q4 2021 | 291 | $3.41B |
| Q3 2021 | 269 | $2.43B |
| Q2 2021 | 282 | $2.67B |
| Q1 2021 | 252 | $2.57B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Comfort Systems USA Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Virginia Retirement Systems Et Al | 5,400 | $621.4K | 0.01% | +200+3.8% | Added |
| Balyasny Asset Management LLC | 5,342 | $614.8K | 0.00% | −4,555−46.0% | Reduced |
| American Century Companies Inc | 5,311 | $611.2K | 0.00% | +1,352+34.2% | Added |
| Meritage Portfolio Management | 5,056 | $582.0K | 0.05% | +144+2.9% | Added |
| O'Shaughnessy Asset Management, LLC | 4,977 | $572.8K | 0.01% | −575−10.4% | Reduced |
| Inceptionr LLC | 4,717 | $542.8K | 0.29% | +4,717 | New |
| Cetera Investment Advisers | 4,698 | $540.6K | 0.01% | +4,698 | New |
| Toth Financial Advisory Corp | 4,675 | $538.0K | 0.09% | +4,675 | New |
| Kestra Advisory Services, LLC | 4,602 | $529.6K | 0.00% | +4,602 | New |
| Cantor Fitzgerald, L. P. | 4,552 | $524.0K | 0.01% | +33+0.7% | Added |
| State of Wisconsin Investment Board | 4,460 | $513.3K | 0.00% | −2,246−33.5% | Reduced |
| Man Group plc | 4,438 | $510.7K | 0.00% | +236+5.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,397 | $506.0K | 0.00% | +45+1.0% | Added |
| Cornerstone Investment Partners, LLC | 4,341 | $499.6K | 0.03% | −922−17.5% | Reduced |
| Pictet Asset Management SA | 4,280 | $493.0K | 0.00% | +1,980+86.1% | Added |
| Baader Bank INC | 4,200 | $483.3K | 0.04% | +4,200 | New |
| Lido Advisors, LLC | 4,137 | $476.1K | 0.01% | +301+7.8% | Added |
| Mackenzie Financial Corp | 4,101 | $471.9K | 0.00% | +1,286+45.7% | Added |
| Point72 Middle East FZE | 4,101 | $471.9K | 0.04% | +4,101 | New |
| Engineers Gate Manager LP | 4,073 | $468.7K | 0.03% | +1,853+83.5% | Added |
| Quadrature Capital Ltd | 4,046 | $465.4K | 0.01% | +4,046 | New |
| Quantbot Technologies LP | 4,038 | $464.7K | 0.03% | +4,038 | New |
| Boston Financial Mangement LLC | 4,020 | $462.6K | 0.02% | 00.0% | Unchanged |
| Cim, LLC | 3,557 | $422.5K | 0.08% | −324−8.3% | Reduced |
| BTC Capital Management, Inc. | 3,641 | $419.0K | 0.05% | −474−11.5% | Reduced |
| KLR Investment Advisors, LLC | 3,627 | $417.4K | 0.34% | +3,627 | New |
| Ifrah Financial Services, Inc. | 3,592 | $413.4K | 0.14% | −106−2.9% | Reduced |
| Alliance Wealth Advisors, LLC | 3,584 | $412.5K | 0.19% | +3,584 | New |
| Versor Investments LP | 3,498 | $402.6K | 0.03% | −394−10.1% | Reduced |
| Regions Financial Corp | 3,433 | $395.0K | 0.00% | −54−1.5% | Reduced |
| Quantinno Capital Management LP | 3,296 | $379.0K | 0.03% | −545−14.2% | Reduced |
| Neuberger Berman Group LLC | 3,262 | $375.4K | 0.00% | −425−11.5% | Reduced |
| Kula Investments, LLC | 3,242 | $373.1K | 0.13% | +3,242 | New |
| Virtus Investment Advisers, Inc. | 3,171 | $364.9K | 0.24% | 00.0% | Unchanged |
| KBC Group NV | 3,139 | $361.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,130 | $360.2K | 0.05% | +3,130 | New |
| Alps Advisors Inc | 3,097 | $356.4K | 0.00% | −20−0.6% | Reduced |
| UBS Group AG | 3,089 | $355.5K | 0.00% | +2,498+422.7% | Added |
| Crossmark Global Holdings, Inc. | 3,020 | $347.0K | 0.01% | −67−2.2% | Reduced |
| Janney Montgomery Scott LLC | 2,960 | $341.0K | 0.00% | −312−9.5% | Reduced |
| Origin Asset Management LLP | 2,890 | $332.6K | 0.10% | −808−21.8% | Reduced |
| Ameritas Investment Partners, Inc. | 2,779 | $328.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,841 | $327.0K | 0.00% | +41+1.5% | Added |
| Simplex Trading, LLC | 2,805 | $322.0K | 0.02% | +1,761+168.7% | Added |
| Guggenheim Capital LLC | 2,709 | $311.8K | 0.00% | +569+26.6% | Added |
| Fifth Third Bancorp | 2,656 | $305.7K | 0.00% | −12−0.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,645 | $304.4K | 0.03% | +39+1.5% | Added |
| Sawgrass Asset Management LLC | 2,640 | $303.8K | 0.04% | +2,640 | New |
| Vestcor Inc | 2,574 | $296.0K | 0.01% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,434 | $294.9K | 0.03% | +1,434 | New |
| Y-Intercept (Hong Kong) Ltd | 2,464 | $283.6K | 0.04% | +2,464 | New |
| Captrust Financial Advisors | 2,411 | $277.5K | 0.00% | −50−2.0% | Reduced |
| Strid Group, LLC | 2,361 | $271.7K | 0.06% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,246 | $258.5K | 0.02% | −227−9.2% | Reduced |
| State of Wyoming | 2,216 | $255.0K | 0.08% | +82+3.8% | Added |
| Metropolitan Life Insurance Co | 2,178 | $250.6K | 0.01% | +58+2.7% | Added |
| Shelton Capital Management | 2,106 | $242.4K | 0.03% | −149−6.6% | Reduced |
| CWM Advisors, LLC | 2,040 | $234.8K | 0.03% | −80−3.8% | Reduced |
| Xponance, Inc. | 2,029 | $233.5K | 0.00% | +2,029 | New |
| 9258 Wealth Management, LLC | 1,934 | $222.6K | 0.05% | −148−7.1% | Reduced |
| Bank of Nova Scotia | 1,920 | $221.0K | 0.00% | +1,920 | New |
| Verition Fund Management LLC | 1,904 | $219.1K | 0.00% | −1,007−34.6% | Reduced |
| Jefferies Financial Group Inc. | 1,865 | $214.6K | 0.00% | +1,865 | New |
| Boothbay Fund Management, LLC | 1,760 | $202.5K | 0.01% | +1,760 | New |
| MQS Management LLC | 1,754 | $201.8K | 0.14% | +1,754 | New |
| Optimum Investment Advisors | 1,575 | $181.3K | 0.10% | +1,575 | New |
| Tower Research Capital LLC (TRC) | 1,386 | $160.0K | 0.01% | −1,977−58.8% | Reduced |
| Ancora Advisors, LLC | 1,275 | $147.0K | 0.00% | −425−25.0% | Reduced |
| Van Eck Associates Corp | 1,163 | $134.0K | 0.00% | +1,163 | New |
| Belpointe Asset Management LLC | 1,163 | $133.9K | 0.01% | +1,163 | New |
| Fortis Capital Advisors, LLC | 1,028 | $118.3K | 0.07% | +1,028 | New |
| Harvest Fund Management Co., Ltd | 809 | $93.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 718 | $83.0K | 0.00% | −120−14.3% | Reduced |
| Quadrant Capital Group LLC | 594 | $68.4K | 0.01% | +159+36.6% | Added |
| Steward Partners Investment Advisory, LLC | 536 | $61.7K | 0.00% | 00.0% | Unchanged |
| Virtus Fund Advisers, LLC | 524 | $60.3K | 0.43% | +524 | New |
| First Horizon Advisors, Inc. | 470 | $54.1K | 0.00% | −92−16.4% | Reduced |
| Comerica Securities,inc. | 443 | $51.0K | 0.00% | +443 | New |
| Covestor Ltd | 430 | $50.0K | 0.04% | +296+220.9% | Added |
| Sutton Wealth Advisors Inc. | 391 | $45.0K | 0.02% | +1+0.3% | Added |
| TD Private Client Wealth LLC | 389 | $44.8K | 0.00% | −69−15.1% | Reduced |
| Meeder Asset Management Inc | 363 | $41.8K | 0.00% | +230+172.9% | Added |
| Proequities, Inc. | 334 | $38.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 387 | $38.0K | 0.00% | +151+64.0% | Added |
| Signaturefd, LLC | 326 | $37.5K | 0.00% | −148−31.2% | Reduced |
| Assetmark, Inc | 291 | $33.5K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 264 | $30.4K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 258 | $30.0K | 0.01% | +258 | New |
| Coston, McIsaac & Partners | 232 | $26.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 211 | $24.3K | 0.00% | −28−11.7% | Reduced |
| Parkside Financial Bank & Trust | 207 | $23.8K | 0.01% | +59+39.9% | Added |
| Money Concepts Capital Corp | 200 | $23.0K | 0.00% | +200 | New |
| CWM, LLC | 188 | $22.0K | 0.00% | +22+13.3% | Added |
| Quarry LP | 171 | $19.7K | 0.02% | +171 | New |
| Altshuler Shaham Ltd | 169 | $19.4K | 0.00% | +169 | New |
| Lee Financial Co | 156 | $18.0K | 0.00% | −35−18.3% | Reduced |
| Advisory Services Network, LLC | 152 | $17.4K | 0.00% | +152 | New |
| Global Retirement Partners, LLC | 131 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 116 | $13.3K | 0.01% | +1+0.9% | Added |
| Sageworth Trust Co of South Dakota | 105 | $12.0K | 0.03% | 00.0% | Unchanged |